Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Holderness, NH
Every SEC-registered investment adviser representative at a firm office in Holderness, with the firms that employ the most of them.
4 registered advisors work in Holderness; the most are at Oak Grove Capital, LLC (1). 1 list the CFP designation and 0 are also registered broker representatives.
Firms with the most advisors in Holderness
| Firm | Advisors in Holderness |
|---|---|
| Oak Grove Capital, LLC | 1 |
| Squam Lakes Financial Advisors, LLC | 1 |
| Squam Lakes Investment Management, LLC | 1 |
| Willow Planning Group, LLC | 1 |
Advisors in Holderness, A to Z
CFP advisors in Holderness →- Lawrence E. Dwight IIISquam Lakes Investment Management, LLC
- Kelly LuethjeWillow Planning Group, LLC · Certified Financial Planner
- Robert E. MaloneySquam Lakes Financial Advisors, LLC
- Mark G. VisnicOak Grove Capital, LLC
Other cities in New Hampshire
All of New Hampshire →Merrimack 577Portsmouth 316Bedford 283Manchester 256Nashua 150Concord 135Salem 56Hanover 46Londonderry 44Dover 43Windham 38Exeter 36Keene 34Rochester 27Milford 26Hampton 24Wolfeboro 22Laconia 21Stratham 20Derry 18Hudson 18Lebanon 18Goffstown 17Peterborough 17
Questions
How many financial advisors are in Holderness, NH?
4 investment adviser representatives are registered at firm offices in Holderness, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Holderness?
Oak Grove Capital, LLC, with 1 registered advisors in Holderness, followed by Squam Lakes Financial Advisors, LLC with 1.
How do I check a financial advisor in Holderness?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.